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Harry M
Series 65
Naples, FL
Pine Valley Investments
Harry Morad is a Series 65 licensed financial advisor with over 11 years of industry experience. He has been with Pine Valley Investments since 2014, following a brief tenure at Philadelphia Investment Partners. Morad is a partner in Pine Valley Capital, a lending business focused on real estate-secured loans, and co-founded Pine Valley Planning, which provides business and estate planning services. Pine Valley Investments offers discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of strategies using fundamental, technical, and quantitative analysis, managing both directly held accounts and pooled investment vehicles under discretionary authority.
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